Waldemar L Stein Foundation

DALLAS, TX EIN: 91-6317832

Waldemar L Stein Foundation is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 5 grants totaling $53K. Net investment income was $155K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.2M

+6.9% YoY

Annual Giving

$53K

+28.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$11K

+28.6% YoY

Under IRS private-foundation payout rules, Waldemar L Stein Foundation reported a distributable amount of $60K for 2025 — the minimum it must pay out in qualifying distributions.

About Waldemar L Stein Foundation

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Washington $291K (100%)

States

Washington

Cities

Seattle

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$1,216,269	$1,138,059	$1,142,955
Revenue	$168,950	$31,835	$-20,161
Expenses	$73,791	$59,171	$79,054
Qualifying Distributions	$60,917	$48,267	$59,711
Net Investment Income	$155,224	$16,573	$12,892
Distributable Amount	$59,954	$55,397	$54,512

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

Grant Size Distribution

25 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Children's Health Care System ($16,009), Salvation Army Nw Divisional Hq ($16,009), Camp Fire Usa ($8,004).

Recipient	Purpose	Amount
CAMP FIRE USA SEATTLE, WA	UNRESTRICTED GENERAL	$8,004
SEATTLE PACIFIC FOUNDATION SEATTLE, WA	UNRESTRICTED GENERAL	$5,336
BOY SCOUTS OF AMERICA-CHIEF SEATTLE CNCL SEATTLE, WA	UNRESTRICTED GENERAL	$8,004
CHILDREN'S HEALTH CARE SYSTEM SEATTLE, WA	UNRESTRICTED GENERAL	$16,009
SALVATION ARMY NW DIVISIONAL HQ SEATTLE, WA	UNRESTRICTED GENERAL	$16,009

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$17,574

Frequently Asked Questions

How large is Waldemar L Stein Foundation?

As of 2025, Waldemar L Stein Foundation holds $1.2M in total assets with $169K in annual revenue. It awarded 5 grants totaling $53K in 2025.

Where does Waldemar L Stein Foundation operate?

Waldemar L Stein Foundation has awarded grants in Washington.

What size grants does Waldemar L Stein Foundation award?

In 2025, Waldemar L Stein Foundation awarded 5 grants totaling $53K — an average of about $11K per grant, based on its IRS Form 990 filings.

How much is Waldemar L Stein Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Waldemar L Stein Foundation reported a distributable amount of $60K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.